Trainee Financial Adviser

2 weeks ago

Cranleigh, United Kingdom Finlink Ltd Full time

An excellent opportunity for somebody that is looking to join a close-knit company in a trainee financial adviser role. The company are looking for someone with the desire to learn and an understanding of financial services. The role can be full-time or part-time.

This company is an independent financial advisory firm that is directly authorised and based in Surrey.

**The Role**:

- Initially supporting the financial adviser with ongoing administration duties and report writing
- Attending client meetings, learning how to best provide financial advice
- Then progressing into providing advice

**Required Skills and Qualifications**:

- IFA Administration experience is desired, but not required
- Level 4 diploma qualification in financial services achieved
- Excellent organisational skills with the ability to work under pressure and prioritise tasks
- Confident communication skills and comfortable dealing with clients, providers and management
- Absolute commitment to providing excellent customer service at all times

**The Benefits**:

- Basic salary of £35,000 - £40,000
- 23 days holiday plus bank holidays
- Sick pay arrangement
- Company pension scheme
- Full training and the ability to progress

**Job Types**: Full-time, Permanent

**Salary**: £35,000.00-£40,000.00 per year

**Benefits**:

- Company pension
- Financial planning services
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Sick pay
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Application question(s):

- Do you hold at least the level 4 diploma in financial advice?

Work Location: In person

Reference ID: 13041569887

Flextime

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